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28 April 2016

Sort Out Your Finances So You Can Relax And Enjoy Life In France

Thinking of retiring to France? Make sure you will have plenty of time – and money – to make the most of it all over your retirement years by reviewing your arrangements now.

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28 April 2016

What Tax Do You Have To Pay On Property In Portugal?

There are many benefits to owning a property in Portugal but peace of mind about your finances is essential so you can enjoy them. You should seek advice on your tax liabilities, both in Portugal and your home country as these can vary depending on where you are tax resident.

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26 April 2016

The Only Way Is Not Necessarily Up For Interest Rates

The global trend for low interest rates is showing no signs of fizzling out. In March the Bank of England (BoE) kept the interest rate at 0.5%, marking seven years of record low rates. Should we be bracing ourselves for another year of low rates? If so, what does this mean for savers?

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19 April 2016

Looking After Your Pension By Looking Out For Scams

Today, more than ever, there is a range of choice when it comes to what you can do with your pension. An unwelcome side-effect of this freedom is an increasing number of scams targeting people with pension savings.

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19 April 2016

Do You Pay More Tax Than Necessary? Will Your Heirs?

Tax planning is a fundamental part of protecting and maximising your wealth. Yet so many people do not review their tax planning often enough, or do not have all the knowledge they need to set up effective tax mitigation.

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14 April 2016

Capital Gains Tax On Shares In France

Whether you are thinking of moving to France or already live there, you should seek advice to make the most tax-efficient arrangements for your investments.

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14 April 2016

Fighting Tax Evasion In Spain

Alongside other European authorities, the Spanish government has been stepping up its crackdown on tax evasion over recent years. It has implemented new measures to find those who are not declaring all their income and assets as required under Spanish tax law.

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23 March 2016

How Does The UK Budget 2016 Affect Expatriates?

In his eighth Budget as Chancellor of the Exchequer, George Osborne announced very few changes that are likely to affect expatriates on 16th March 2016.

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29 March 2016

Protecting Your Wealth In France And Long-Term Investing

Estate planning is an important consideration for many of us, but so is protecting our savings for our own retirement years. And the more we protect our wealth, the more we will have left for our family.

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29 March 2016

What Will Happen To Your Legacy? Estate Planning For Spain

How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your legacy? Will it help give them long-term financial security? How much will they actually receive, and how much will go to the taxman?

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22 March 2016

Where Should I Invest?

The temptation to try to predict which assets or shares will perform best is fraught with risk, especially if you put too much of your capital into ‘one basket’.

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22 March 2016

Capital Gains Tax On Property in France

If you are buying a property in France, or already own one as a permanent residence or a second home, you need to know what tax to expect if and when you come to sell it. You will be liable to French capital gains tax whether you are resident there or not.

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15 March 2016

Capital Gains Tax In Spain – How Does It Affect You?

What capital gains tax will you have to pay if you are resident in Spain or own assets in Spain?

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11 March 2016

Portugal Taxation In 2016

It is a time of change here in Portugal, with a new government but, so far, we have not seen many tax changes. This article summarises the tax situation in Portugal in 2016.

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15 March 2016

What Will Happen To Your Legacy? Estate Planning For Portugal

How will your wealth be passed down to your children, grandchildren and other chosen heirs? How will they handle your legacy? Will it help give them long-term financial security? How much will they actually receive, and how much will go to the taxman?

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09 March 2016

Planning Your Move To France – Checklist

If you are moving to France here is a checklist of the financial planning you need do before you leave the UK and when you arrive in France.

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09 March 2016

Domicile Status and UK Inheritance Tax

One an important financial task you have as an expatriate is to plan how you will leave your assets. It can be a complex process, involving inheritance tax and succession law of more than one country. For British expatriates, understanding domicile is an important element of estate planning.

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08 March 2016

France Tax Planning For 2016

There have been a number of French tax reforms over recent years and it is important to ensure your arrangements are up-to-date, and designed to avoid unnecessary tax and take advantage of the opportunities that exist within the French tax regime.

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04 March 2016

Estate Planning In Portugal – Will You Have Control And Certainty?

We all sleep better when we feel confident that our affairs are in order, and as we get older we think more about the legacy we will leave to future generations; specifically, how and to whom our assets will pass on our death.

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03 March 2016

Estate Planning Considerations For France

We all sleep better when we feel confident that our affairs are in order, and as we get older we think more about the legacy we will leave to future generations. For UK nationals living in France, estate planning is made far more challenging by French ‘forced heirship’ succession law and succession tax rates of up to 60%.

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02 March 2016

How Does Spanish Succession Tax Affect You?

If you live in Spain, then the chances are that your heirs, or perhaps even yourself, will be hit by Spanish succession and gift tax.  Many British nationals also remain in the UK inheritance tax net – being non-UK resident alone is not enough to escape this tax.

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